About

Santa Barbara Council of Charitable Gift Planners (formally known as the Planned Giving Roundtable of Santa Barbara) is a community increasing philanthropy through charitable gift planning. We are governed by a Board of Directors.

Today, SBCCGP is striving to build a membership base of gift planning professionals from the greater Santa Barbara area. Expanding beyond wills and trusts, the organization will focus on all of the people, tools, values and best practices that work together to make charitable giving most meaningful.

Our Mission:

We are a community dedicated to increasing philanthropy through charitable gift planning

We are a definitive resource for charitable gift planning information

We are a network for building meaningful relationships within the philanthropic community

We are a chapter of the National Association of Charitable Gift Planners (CGP). Originally created in 1988 as the National Committee on Planned Giving (NCPG), the National Association of Charitable Gift Planners (CGP) is a 501(c)(3) public charity whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.

CGP achieves its mission through research, education, advocacy, community dialogue and the setting of standards and best practices in philanthropic planning. CGP strives to engage all constituents in the charitable gift planning process: planned giving and major gifts professionals, nonprofit managers and trustees, financial and estate planners, trust managers and administrators.

Upcoming Events

Wealthy donors who establish donor-advised funds get immediate tax benefits but can postpone decisions about which charities receive a gift. Many nonprofits worry about the rising popularity of these funds because many donors use them to make anonymous gifts, making it difficult or impossible to build ties with the donors. To increase your chances of[...]